Personal Assistant

An established independent financial advisory firm is looking for a Personal Assistant. This role serves as the central anchor, keeping leadership priorities aligned and commitments strictly on track. You will be managing executive workflows, supporting operations, and acting as a professional, trusted touchpoint for private wealth and corporate clients. 

Key Responsibilities:

• Coordinate dual diaries, resolve scheduling overlaps proactively, organise business travel itineraries, and compile comprehensive briefing materials and agendas.
  

• Record clear action items during executive and team discussions, tracking deliverables across responsible parties to ensure agreed commitments and deadlines are met.
  

• Provide workflow and document coordination for financial advisors and operational colleagues to maintain efficient client servicing.
  

• Serve as a primary point of contact for private and institutional clients, fielding enquiries, handling appointments, and directing sensitive requests appropriately.
  

• Deliver seamless end-to-end management of client functions and seminars, including venue negotiation, speaker management, RSVPs, and on-the-day logistics.
  

• Oversee client invitation pipelines, maintain clean distribution lists, and coordinate the dissemination of approved marketing literature and digital media.
  

• Track regulatory filing deadlines, maintain audit-ready records, liaise with external compliance providers, and secure required documentation.
  

• Safeguard confidential personnel files, monitoring employment contracts, signed acknowledgements, and policy updates across the organisation.